Trust/Client Statements

Created by Allison Cloyd, Modified on Mon, 14 Nov 2022 at 01:00 AM by Allison Cloyd

There are a number of different ways to run a Trust/Client Account Statement for a client.

 

Individual Matter Statement from the Main Menu

NOTE: Statement can have a selected date range.

 

Go to Trust > Statements > One-Off Statements 

 

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Title Description
Matter The matter you want to produce the trust statement for. 
Trust Account The trust account you want to produce the trust statement for. 
Statement Period The period you wish to run the trust statement for. 

 

WARNING: You can only include one trust account against one matter at a time on a statement and these statements are not stored against the matter.

 

 

Individual Statement from the Matter

Go to the Trust Menu on a matter and if you hover you will see an option called statements lick on statements and it will take you to the trust statement screen. 

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Alternatively, if you are within the trust menu on a matter, you can click on statements on the right hand side taking you to the same screen

 

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Title Description
Matter The matter you want to produce the trust statement for. 
Trust Account The trust account you want to produce the trust statement for. 
Statement Period

The period you wish to run the trust statement for. 

 

 

WARNING: You can only include one trust account against one matter at a time on a statement and these statements are not stored against the matter.

 

Generating/Sending Trust Statements

Using either of the methods above you have the following options:-

 

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Option Description
Download Downloads a PDF copy of the statement to your computer. Remember this statement is not saved automatically to your matter so you can upload it manually if you choose to. 
Email

Opens an email template and attaches a PDF of the trust statement for you to send to your client. 

NOTE: You can change the email template associated with the trust statement. For more information click here: Broken Link Article

 

Cancel

Cancels the settings and takes you to the trust overview screen. 

 

Bulk Trust Statements

It is possible to run bulk trust statements using the multiple statement genertor. For more information click here: Broken Link Article